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Bogart Wealth LLC’s Halliburton HAL Stock Holding History

Bogart Wealth LLC’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$14.1K – 1869
2025
Q4 		$14.1K Hold
500
– – ﹤0.01% 775
2025
Q3 		$12.3K Hold
500
– – ﹤0.01% 786
2025
Q2 		$10.2K Hold
500
– – ﹤0.01% 795
2025
Q1 		$12.7K Buy
+500
New +$13.1K ﹤0.01% 693

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's HAL Position: Q1 2026 in Review

Bogart Wealth LLC increased its Halliburton (HAL) stake by 3.8% in Q1 2026, buying an estimated $21.3K and bringing the position to 16,942 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #154.

Bogart Wealth LLC first reported a position in HAL in Q2 2022 and has held it in 16 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Bogart Wealth LLC held 16,942 shares of Halliburton worth $661K as of Q1 2026.
  • Bogart Wealth LLC bought 615 Halliburton shares in Q1 2026, an estimated $21.3K.
  • Halliburton made up 0.03% of Bogart Wealth LLC's portfolio in Q1 2026, its #154 holding.
  • Bogart Wealth LLC first reported a position in Halliburton in Q2 2022 and has held it in 16 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.